Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-70,839
Closed -$2.66M 1444
2023
Q1
$2.66M Buy
+70,839
New +$2.66M 0.1% 202
2021
Q2
Sell
-134,415
Closed -$4.63M 1660
2021
Q1
$4.63M Buy
134,415
+77,215
+135% +$2.66M 0.14% 175
2020
Q4
$2.24M Buy
+57,200
New +$2.24M 0.07% 237